Banking Blues II
The collapse of Silicon Valley Bank has thrust the banking sector back into the headlines.
The collapse of Silicon Valley Bank has thrust the banking sector back into the headlines.
BNY Mellon Investment Management head of Asia macro and investment strategy, Aninda Mitra considers the Asian impact of the SVB crisis and potential future interest rate moves
Newton head of fixed income Paul Brain and BNY Mellon Investment Management chief economist Shamik Dhar assess the fixed income fall-out of SVB’s failure.
Newton Investment Management global financials research analyst Vivek Gautam thinks the fallout from SVB is unlikely to create global contagion, albeit creating volatility in banking stocks and raising questions around banking regulation.
The collapse of Silicon Valley Bank (SVB) is not expected to trigger another financial crisis, according to BNY Mellon Investment Management economists and portfolio managers. However, it may cause central banks to pause rate rises.
Luxury shoppers are getting younger, helping to boost consumer spending overall. Newton Investment Management global analyst Maria Toneva explains why.
Insight’s Adam Whiteley outlines why a new day has dawned for fixed income after the volatile time last year.
Impact bond issuance declined in 2022, according to Insight Investment. But the fixed income manager things the stage is set for a return to growth, driven by the policy push towards low-carbon energy projects.
Wage growth has recently picked up in a number of countries. Our Macro map infographic looks at rising inflation and the possible impacts of wage growth rates.
Walter Scott investment managers Alex Torrens and Ashley-Jane Kyle spent nine days visiting companies in a region they call a “hotbed” of entrepreneurial endeavour. Here they highlight their research trip and what they learned.
Newton Portfolio Manager Scott Freedman explains why Fixed income investment will be a key to the success of funding the transition
After a rough year for global bond markets – one of the worst in recent history – has value returned to the asset class? Managers across Newton and Insight along with BNY Mellon IM’s economist team outline their views.
After a knock-out 12 months for equity income, the higher inflation, higher interest-rate environment heralds a return of more ‘normal’ market conditions; a focus on fundamentals is back in vogue, explains Jon Bell, portfolio manager in Newton Investment Management’s global equity income team.
Jane Henderson, Managing Director of Walter Scott reflects on the tough year we all faced in 2022.
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